Please stay tuned for important disclosure information at the conclusion of this episode.

Hello, welcome to the Morning Filter podcast.

I'm Susan Jibinsky with Morningstar.

Every Monday before market open, I sit down with Morningstar chief U.S. market strategist Dave Sikara to talk about what investors should have on their radars for the week,

some new Morning Star research, and a few stock ideas.

Well, good morning, Dave, and I want to apologize in advance for how nasally I sound,

my sniffles and any sneezing to you and the audience.

I am nursing a head cold.

So I hope you're well.

I am sorry to hear that. All good on you're, I hope you're well. Well, I am sorry to hear that.

All good on my side, but hopefully you can get some vitamin C and you and maybe some vitamin coffee to start off with. Yes. Maybe some vitamin C and get you healthy again. Is that Ironman?

It is. Iron Man mug. All right. Well, so Dave, let's start this week with a recap of where we are, as of this morning, with the war and its impact on the markets.

Start talking about oil.

Sure. I mean, at this point, we're now, what, two months, actually over two months from when the conflict first started.

And unfortunately, it just appears like we're not anywhere closer to any

kind of long-term resolution at this point. Yes, there are some ships here and there getting through

the Strait of Hormuz, but effectively, it still seems like it's mostly closed. And the amount or the

supply of oil and natural gas coming through is still a lot lower than what it was pre-conflict.

Now taking a look at oil prices this morning, they are still steadily climbing back up.

Last I saw before coming on the show, it's 105 for the front month contract this morning.

So not necessarily to the peak where it was, you know, towards the beginning of the conflict, but unfortunately it looks like it's still moving, you know, back up there. Now,

in my mind, with everything going on, I think oil and the higher cost of oil is being overlooked

...